Wealth & Retirement Planning Workshop for Canadians Living in the US

Wealth & Retirement Planning Workshop for Canadians Living in the US

WHEN

Saturday, May 6th: 10:00am – 12:00pm

 

 

WHERE 

HOTEL ARISTA    
CityGate Centre
2139 CityGate Lane Naperville, Illinois 60563

Speaker • Stuart Campbell, TEP
Canada-US Cross Border Financial Advisor

 

Seating is limited, registration is required

 

To make a reservation:
Call: Susan at 952-474-1270 #2
Email: susan@campbellwa.com

 

 

WHAT YOU WILL LEARN

 

• THE 7 KEY RISKS OF MANAGING YOUR WEALTH ACROSS BORDERS

• WHY YOU DON'T LOSE MONEY ON CURRENCY EXCHANGE

• HOW TO CLAIM & COORDINATE YOUR US & CANADIAN SOCIAL BENEFITS

• HOW FORIEGN INHERITANCES ARE TREATED AS A US RESIDENT

• HOW TO PROPERLY REDEEM YOUR RRSP ACCOUNT AND UNLOCK YOUR LIRA

 

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a registered Investment advisor. Campbell Wealth Advisors LLC and RWA are not affiliated.